iPipeline equips financial institutions with the most comprehensive and powerful platform to support advisors throughout the business process. From proposal to payout, iPipeline enables advisors to service their clients with next-generation digital offerings. Our AFFIRM product suite provide your advisors with everything they need, while adhering to customizable workflows and suitability reviews to ensure 100% FINRA/SEC and state compliance.
Agency Integrator allows you to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process from one centralized tool.
AFFIRM enables you to purchase and manage annuity and life policies from proposal to payout. AFFIRM’s wizard-based user interface provides uniformity across all products, to create a fully digital new business workflow, optimizing an advisor’s daily experience and productivity.
AFFIRM for Life is a wizard-based, collaborative selling and processing solution, designed to guide advisors throughout the entire life insurance selling process while providing a high level of interaction with the carriers and BGAs who support their selling activities.